What type of Motorola Exec can you help most?
The client we serve best looks like this:
- MOTOROLA EXECUTIVE: An executive over age 50 and who has been with Motorola at least 15 years.
- THEY ARE FINANCIAL DELEGATORS: Our community of clients is comprised entirely of financial delegators. They appreciate, and are willing to follow, the advice of an expert.
- THEY ARE PASSIONATE ABOUT GOALS: All of our clients are passionate about their desire to accomplish their goals. They realize that achieving those goals requires both money and planning.
- THEY ENJOY SIMPLICITY: Our clients enjoy the simplicity, freedom, and peace of mind that comes from having all their financial assets under the watchful eye of a single trusted advisor.
- THEY VALUE OUR WORK TOGETHER: Our community of clients is comfortable with our fee structure. We charge a percentage of assets under our management, according to our fee schedule, with a minimum fee of $12,500 per year. Our services are of greatest value and most suitable for a family with a multi-million dollar net worth.
- THEY FOCUS ON WHAT’S IMPORTANT: Our community of clients values our relationship. By delegating, they can focus their valuable time and energy on those things in life that are most important to them.
- THEY CAN HANDLE THE TRUTH: Our clients want to hear the truth from us regarding their financial situation…no matter what.

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